Join the team at New York Life and help individuals and families work toward greater financial security. As a Financial Professional, you will meet with clients, understand their financial goals, and offer insurance and financial solutions designed to help protect what matters most to them. New York Life offers training, resources, and professional development opportunities to support you as you build your practice. You’ll work in a collaborative environment where you can develop your skills, grow your network, and make a meaningful impact in the lives of the clients you serve. If you’re motivated, people-focused, and interested in building a career in financial services, this opportunity provides a pathway to develop professionally while helping others plan for their financial futures. Responsibilities: • Engage with clients to understand their financial goals and provide tailored insurance solutions that meet their needs. • Develop and maintain strong relationships with clients, ensuring they feel supported and informed at every step. • Conduct regular reviews of clients' insurance portfolios to ensure their coverage remains aligned with their evolving needs. • Collaborate with team members to share insights and strategies, fostering a culture of continuous learning and improvement. • Stay informed about industry trends and regulatory changes to provide clients with up-to-date advice and options. • Utilize company resources and tools to efficiently manage client information and streamline the insurance application process. • Participate in community events and networking opportunities to expand a client base and enhance the company's local presence in Lafayette, LA. Qualifications: • Experience in client relationship management, ensuring clients feel valued and understood. • Ability to analyze financial goals and recommend tailored insurance solutions. • Proven track record of maintaining and growing a client base through effective communication and trust-building. • Strong understanding of insurance products and the ability to explain them clearly to clients. • Ability to stay informed about industry trends and regulatory changes, ensuring clients receive the most current advice. • Proficiency in using digital tools and resources to manage client information efficiently. • Experience in collaborating with team members to share insights and foster a culture of learning and improvement. Compensation: $101,000 - $142,039 at plan yearly

• Engage with clients to understand their financial goals and provide tailored insurance solutions that meet their needs. • Develop and maintain strong relationships with clients, ensuring they feel supported and informed at every step. • Conduct regular reviews of clients' insurance portfolios to ensure their coverage remains aligned with their evolving needs. • Collaborate with team members to share insights and strategies, fostering a culture of continuous learning and improvement. • Stay informed about industry trends and regulatory changes to provide clients with up-to-date advice and options. • Utilize company resources and tools to efficiently manage client information and streamline the insurance application process. • Participate in community events and networking opportunities to expand a client base and enhance the company's local presence in Lafayette, LA.